Sanjeev Kumar is a CEO/Founder of KSR Wealth Partners. He strongly believes that every person and household is entitled to a financial future that celebrates their individuality, creativity, and vision of the future. The cycle of investing in people's long term financial and personal success has been his delight throughout his career of over 17 years with Waddell & Reed and LPL now. His role is primarily to help uncover the needs of existing and new clients. By asking the right questions and trying to understand why people make certain decisions helps him guide them to a fulfilling future. Sanjeev’s areas of expertise includes: Wealth management, Financial planning, Retirement planning, Estate planning, Education and Risk management, among other fields.
Sanjeev Kumar worked as a Vice President for Telecom Company and was a Senior Executive in Oil and gas industry India. He is currently the President of the IIT North Texas Chapter, and was a Board member for the last 10 years and loves to volunteer his time on his daughter’s swim team in Fort Worth. He enjoys reading, travelling, playing golf, and solving crossword puzzles.
Sanjeev Kumar has a degree in Mechanical Engineering from IIT and an MBA from IIM in India.